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Welcome to Axis Financial Advisers

Hi and welcome to the Axis Financial Advisers website. If you're reading this, its highly likely that you've been referred to us and you're making your initial enquiries. We hope you like what you see and look forward to hearing from you soon.

In a world increasingly dominated by large corporations, Financial Services is no exception.The majority of Financial Advisory groups are owned, either partially or outright, by one of the four big banks, which can lead to a lack of competition. Coupled with the "profit before people" mantra of the banks, this has seen the Federal Government initiate a number of reforms to the industry. It is an attempt to ensure financial services companies put their clients interests ahead of their own.

At Axis Financial Advisers, we welcome the reforms, as we always have our clients best interests as our top priority. We are also proud to be privately owned, and of the fact we are not simply a sales arm of one of the four big banks. This enables us to give high quality advice tailored to our clients through the various stages of their lives.

Our Advisers have an extensive amount of experience, and have guided our clients through some of the most difficult financial conditions of the last century. We take pride in enabling our clients to protect themselves, and their families against unexpected outcomes, allowing them to retire sooner and get the most out of their retirement.

We look forward to the opportunity to do the same for you.

Simply contact us to book a time, and we can put you on the road to financial independence.

Our Services

Axis Financial Advisers offer a range of services to our clients that enable them to achieve their financial objectives both now and well into the future. These services include:

  • Investment Advice
  • Pre and Post Retirement Planning
  • Superannuation advice, including Self Managed Super Funds
  • Risk Management through Personal Insurance
  • Tax effective investments/strategies
  • Portfolio Review Services
  • Centrelink entitlements advice
  • Estate Planning/Family Succession Service
  • Ongoing Advisory Services

Our Authorisations

As a holder of its own Australian Financial Services License, Axis Financial Advisers is authorised to perform activities in the following financial areas:

  • Superannuation
  • Securities
  • Deposit and Payment Products
  • Government Debentures, stock and Bonds
  • Derivatives
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS
  • Retirement Savings Accounts

Our Product Providers

As a successful and growing financial advisory group, we have been able to get the best deal possible for our clients from a range of products, by forging preferred relationships with the following product providers:

  • PortfolioOne
  • OnePath
  • Colonial First State
  • Challenger
  • Asteron
  • Commsec
  • BT Financial Group
  • MLC

Meet Our Team

George Kalil Image

George Kalil

The licensee, George has been involved in the financial services industry for over 30 years. He has a Diploma in Financial Planning from Deakin University and is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

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William Gaul

William has worked in the financial services industry since 1968 and commenced working as a financial planner in 1987. He has a Diploma in Financial Planning from Deakin University and is a Member of the Financial Planning Association of Australia (FPA) and is a Certified Financial Planner.

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Michael Woolley

Michael has worked in the financial services industry since 1985 and has been providing personal financial advice since 1995. He has a Diploma of Financial Planning through Deakin University, is a member of the Financial Planning Association of Australia (FPA) and is a Certified Financial Planner.

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George Quinn

George has worked in the financial services industry since 1999 and commenced working as a financial planner in 2007. He has a Bachelor Degree in Commerce from the University of Western Sydney, a Diploma in Financial Markets, a Graduate Diploma in Financial Planning and is a Fellow of the Financial Services Institute of Australasia (FINSIA).